Every aggregator runs the most volatile commodities in the world on Excel, email, and phone calls. PHM-OS replaces the spreadsheet — and captures the six-figure mistakes the spreadsheet was hiding.
Most aggregators don't know — to the dollar — what they owe BASF, what BASF owes them, or how much rhodium is unhedged in inventory. One missed close-out can mean a $50K mistake, monthly.
Hedge confirmations, settlement statements, assays — every one a different format, every one parsed by hand into Excel by an admin who's already overworked. Mistakes compound silently.
Most converter suppliers guess weights. Quotes happen by phone, on a hunch, days late. By the time the lot arrives, the metal price has moved 5%.
A junkyard never sees what their master distributor makes. Spreads of 10–15% are routine. Trust gaps that the market would correct, if anyone could see them.
When a hedge moves $20K into the money, almost nobody catches it in time to close out and bank the spread. That's $100K+ a year per operator, just in missed windfalls.
"It's the ledger between the aggregator and BASF — and right now nobody can read it."
Thirteen modules. One workflow. Every screen designed against a real operator's Tuesday morning — not a SaaS template. Built for 1099 reps, junkyards, master distributors, aggregators, and processors at every tier of the chain.
Real-time position vs every counterparty. Per-metal: ounces in inventory, hedged, net unhedged. The screen Carlos described as "the ledger between you and BASF."
When a hedge moves into the money, surface the cash-out value on the dashboard. One-tap close-out. $100K+/year per customer in captured windfalls.
Drop a hedge confirmation, settlement statement, or assay PDF — get structured data in 10 seconds. Goodbye to the 22 hrs/week spent retyping.
Built for the 80% of junkyards without a scale. Photo + national converter database = instant quote. Quote in 60 seconds, not 6 days.
Every "open forward" tracked by lot, FIFO or LIFO, mark-to-market continuously. The spreadsheet your CFO thought you had.
Received → Sampled → Assayed → Hedged → Sold → Settled. The pipeline your operation runs, finally on rails.
Junkyard sees their pay + the published rate. Master distributor sees their book + spread. The market self-corrects when fairness becomes visible.
Mobile-first portal for the supply layer. Photo → quote → pickup → payment. Free forever. The network effect engine.
AI-generated 5-paragraph morning brief on the world metals condition. The publication BASF abandoned. Becomes the industry's morning read.
Per-lot interest clock. Prime + 1 to prime + 2.5. Alert when daily interest cost exceeds margin on the underlying metal.
Reconciles assay results vs estimates, hedge prices vs spot, advances vs payments. Italy-as-backup data discipline.
USD primary. EUR / GBP / JPY ready in schema for Phase 2 EU expansion. No migration when the time comes.
Material flows up the chain. Money flows down. PHM-OS is the only thing that touches every interface — the connective tissue, not just another player in line.
We're not building another processor. We're not building another aggregator. We're building the layer that sits between every player and gives every player what they couldn't get on their own — visibility, speed, and the ability to act on a six-figure opportunity before it disappears.
Rhodium tripled in a year. The metal value flowing through every aggregator's hands is at peak dollar amount — and so is the volatility. A small take-rate on big volume produces the kind of revenue that subscription SaaS can't touch.
| Aggregator size | Annual flow | At 0.50% | vs Pro SaaS |
|---|---|---|---|
| Small | $1,000,000 | $5,000 | 1.4× |
| Medium | $5,000,000 | $25,000 | 7× |
| Large | $20,000,000 | $100,000 | 28× |
| Whale | $50,000,000+ | $250,000+ | 70×+ |
Watch the value land in your business, not ours. Live recalculation as you type.
Each phase earns the right to the next. We don't ship Phase 3 before Phase 1 is loved, and we don't try to be a marketplace before we're an operating system.
Aggregator dashboard, exposure ledger, hedge book, AI document parsing, net trading, junkyard sub-app, multi-tier hierarchy, daily recap. All free. Goal: 25 design partners running real workflow.
First processor partnership. Aggregator price doesn't change. Refiner pays us 0.50% on routed volume in exchange for clean, structured order flow.
With BASF wholesale deal and capital line in place, route metal through PHM-OS at processor wholesale rates. Aggregator nets ~5% better than direct. We keep a 2% spread.
With 50+ aggregators and 3+ processors live, build the auction layer. Junkyards and aggregators post lots; processors bid. The endgame moat.
All operator software. All built for fragmented industries that lived in spreadsheets.
One pattern, applied to fragmented industries that have lived in spreadsheets for thirty years. PHM-OS is the catalytic converter vertical. Other verticals are live, in build, or planned.
Phase 1 design partners get the platform free, forever. Their workflow shapes the product. Their feedback gets us to Phase 2. We're looking for active aggregators in the $1M–$50M range who'd rather be the first ones in than the last.